In this article, we will discuss: 10 Best Performing Nuclear Energy Stocks According to Analysts.
The boom in AI investment has led to rapid growth in data center buildouts. To power these large scale centers, one power source that has caught the attention of both the builders and investors is nuclear power. On this front, Sama Bilbao y Leon, Director General of the World Nuclear Association, shared key insights with CNBC TV18 at the World Economic Forum at Davos. She outlined that partnerships between AI companies and nuclear companies were growing:
“The large energy users are quite interested in nuclear energy. They understand that nuclear can provide them. . .[with] 24/7 carbon free electricity and steam that they need. So yes, we are seeing lots of partnership with Google, with Meta, with Microsoft, with Amazon, with many others.”
However, these partnerships were not limited to just the technology companies, as according to the World Nuclear Association executive:
“We are seeing many other sectors of the economy, chemical companies such as Dow Chemical, or metallurgical companies, like many in the world. They are all very interested in seeing not just electricity but high temperature steam for nuclear to help them decarbonize, power their efforts.”
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To curate the list of 10 best performing nuclear stocks according to analysts, we used the Finviz Stock Screener and ETF stock listings as our sources for the stocks. We sifted the stocks through either their 5 year share price performance or performance since public listing and analyst upside. Lastly, we ranked the stocks in ascending order of the upside potential. We have also mentioned the hedge fund sentiment around each stock. Please note that the data was recorded on March 7th, 2026.
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10. Entergy Corporation (NYSE:ETR)
Number of Hedge Fund Holdings: 50
5-Yr. Share Price Performance: 134%
Analyst Upside: 2.8%
Evercore ISI was out with a bullish take on power generation firm Entergy Corporation (NYSE:ETR) on March 5th. It raised the share price target to $107 from $101 and kept an In Line rating on the stock. Evecore’s coverage followed the broader fourth quarter earnings season, as per The Fly. It also followed coverage from Morgan Stanley on February 20th. The bank had raised Entergy Corporation (NYSE:ETR)’s share price target to $98 from $91 and kept an Equal Weight rating on the stock.
Bank of America and BMO Capital had raised Entergy Corporation (NYSE:ETR)’s share price target on February 13th. BofA raised it to $103 from $97 and kept a Neutral rating on the stock as it adjusted its EPS and other forecasts to align with the firm’s coverage. BMO Capital hiked the target to $112 from $104 and kept an Outperform rating on the back of a higher earnings growth estimate.
Entergy Corporation (NYSE:ETR) is one of the largest regulated utilities in America. The firm relies on nuclear, coal, gas, and other sources to generate electricity.
9. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holdings: 115
5-Yr. Share Price Performance: 477%
Analyst Upside: 6.4%
GE Vernova Inc. (NYSE:GEV)’s shares were recently discussed by financial firm Erste Group. The firm set a Buy rating on the shares as it initiated coverage. Erste’s coverage came after several analysts had discussed GE Vernova Inc. (NYSE:GEV). For instance, on January 30th, RBC Capital raised the share price target to $800 from $761 and kept an Outperform rating on the stock. Several factors drove the financial firm’s coverage. These included GE Vernova Inc. (NYSE:GEV)’s latest quarterly earnings report, demand acceleration and favorable pricing, tailwinds from the firm’s Prolec acquisition, and backlog and electrification margins.
Baird had also discussed GE Vernova Inc. (NYSE:GEV) on February 4th. The firm had upgraded the nuclear equipment company to Outperform as it pointed out that it was set to benefit from an upcycle in the energy infrastructure sector. Baird added that its previous worries about overcapacity in the industry would not materialize in the short or medium term.
GE Vernova Inc. (NYSE:GEV) is an American company that operates in the power generation equipment industry. It makes and sells equipment used to generate power from nuclear, gas, hydroelectric, and other sources.
